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TriplePoint Venture Growth BDC
TPVG

Overview Fund Activity

85 hedge funds and large institutions have $53.7M invested in TriplePoint Venture Growth BDC in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
31
Reduced
26
Closed
14
Calls
$2.22M
Puts
$2.16M
Net Calls
+$60K
Net Calls Change
-$345K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.04M
3
Lido Advisors
3
Lido Advisors
California
$1.32M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$2.27M
5
VanEck Associates
5
VanEck Associates
New York
$7.19M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$0
2
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$0
3
AAM
3
Advisors Asset Management
Colorado
$1.44M
4
SPC
4
Sigma Planning Corp
Michigan
$407K
5
TYCC
5
Texas Yale Capital Corp
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
76
Tompkins Financial
New York
$15.7K – – –
VWM
77
Venturi Wealth Management
Texas
$6.73K +$217 +20 +3%
AIC
78
Archer Investment Corporation
Indiana
$6.23K +$217 +20 +4%
SWM
79
Spire Wealth Management
Virginia
$5.45K +$5.45K +500 New
HI
80
Harbour Investments
Wisconsin
$3.18K – – –
CB
81
Community Bank
New York
$2.72K +$2.72K +250 New
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$1.5K +$1.48K +136 +6,800%
EIM
83
Essex Investment Management
Massachusetts
$1.37K -$706 -65 -34%
DAM
84
Delta Asset Management
Tennessee
$1.23K – – –
Fidelity Investments
85
Fidelity Investments
Massachusetts
$11 +$11 +1 New
CIM
86
Confluence Investment Management
Missouri
– -$1.33M -127,153 Closed
LCWP
87
Legacy Capital Wealth Partners
Arkansas
– -$1.2M -114,860 Closed
TYCC
88
Texas Yale Capital Corp
Florida
– -$395K -37,800 Closed
HWAM
89
Hennion & Walsh Asset Management
New Jersey
– -$366K -35,006 Closed
AC
90
Avenir Corporation
Virginia
– -$345K -33,000 Closed
CG
91
Caprock Group
Idaho
– -$176K -16,800 Closed
LAS
92
Lloyd Advisory Services
Georgia
– -$150K -14,336 Closed
AI
93
Atom Investors
Texas
– -$146K -13,962 Closed
Jane Street
94
Jane Street
New York
– -$141K -13,517 Closed
PWG
95
Portside Wealth Group
Utah
– -$121K -11,675 Closed
PA
96
Parallel Advisors
California
– -$26.2K -2,500 Closed
CWM
97
Cedar Wealth Management
California
– -$6.8K -650 Closed
FAM
98
Flaharty Asset Management
Florida
– -$3.77K -360 Closed
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
– -$2.28K -218 Closed
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